A complete list of active advisors currently associated with Eiduk Tax and Wealth

Warmer can help you find a great advisor at Eiduk Tax and Wealth or one who fits your needs even better.

The firm provides discretionary investment management and related advisory services to individuals, high‑net‑worth individuals and trusts, primarily through a wrap‑fee program that consolidates investment advice, trade execution and custody under a single advisory relationship. It also offers model portfolios across multiple styles, assists clients in opening custodial accounts, and makes referrals to third‑party money managers when appropriate. Investment decisions are implemented using a mix of strategic (long‑term, target allocation with periodic rebalancing) and tactical (active overweight/underweight) approaches, informed by fundamental and technical analysis and modern portfolio theory, with the adviser generally exercising discretionary trading authority. The wrap program bundles trade execution costs into the advisory fee and accounts are reviewed periodically to realign with client objectives and risk tolerances. What is distinctive for a solo independent adviser is that the firm sponsors its own wrap‑fee program and recommends a specific custodian/wrap sponsor (Foliofn) for client accounts — a setup that is uncommon among similar independent firms. The sole adviser also maintains an insurance licensing and sells insurance products (reported to occupy about 15% of his time), creating disclosed commission‑based compensation and potential conflicts that are noted in the brochure.

To learn more about the advisors currently working at Eiduk Tax and Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.